Private Client Advisor - Relationship & Investments

JPMorganChase; Town of Lawrence (NY); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Incentive compensation

Job summary

J.P. Morgan Chase is seeking a motivated Financial Advisor to build a robust book of business, provide personalized investment solutions, and guide clients through markets with integrity and expertise.

You will leverage relationship skills and a deep knowledge of products to help clients monitor, manage, and grow their investments while expanding the bank’s trusted advisory relationships.

Qualifications

• Must have Series 7 license.
• Must have Series 66 (63/65) or obtain within 60 days of start.
• Must have Life, Health and Long-Term Care licenses or obtain within 60 days.
• 2+ years in a Financial Advisor role or equivalent.
• Strong client acquisition and relationship management skills.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Demonstrate understanding of financial markets and sound business judgment.
• Uphold integrity and ethics in all client interactions.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Support a culture of diversity and inclusion.

Skills

Client acquisition

Relationship building

Goals-based planning

Series 7

Series 66

Insurance licenses (Life/Health/LTC)

Education

Bachelor's degree

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a motivated Financial Advisor to build a robust book of business, provide personalized investment solutions, and guide clients through markets with integrity and expertise.

You will leverage relationship skills and a deep knowledge of products to help clients monitor, manage, and grow their investments while expanding the bank’s trusted advisory relationships.